DiNuzzo Private Wealth, Inc.

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CIK 1994563

13F portfolio (2026-Q1)

$928M

Positions

1,345

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

1345

Top 5

43.6%

Top 10

67.9%

Effective N

17.2

HHI

0.058

This quarter

22 new · 0 exit →

By sector

Unclassified97.0%

Information Technology1.1%

Financials0.6%

Consumer Discretionary0.4%

Industrials0.2%

Energy0.2%

Communication Services0.1%

Utilities0.1%

Other0.2%

By market cap

Unknown97.2%

Mega (>$200B)1.4%

Large ($10–200B)1.2%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other97.0%

North America2.8%

Latin America0.2%

Europe0.0%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	97.10%	161
Technology Hardware & Equipment	0.54%	45
Banks	0.40%	98
Hotels, Restaurants & Leisure	0.26%	20
Semiconductors & Semiconductor Equipment	0.25%	45
Software	0.25%	52
Oil, Gas & Consumable Fuels	0.19%	43
Utilities	0.12%	61
Specialty Retail	0.10%	56
Software & IT Services	0.08%	38
Aerospace & Defense	0.08%	22
Pharmaceuticals & Biotechnology	0.07%	46
Machinery	0.06%	66
Diversified Telecommunication Services	0.05%	10
Commercial Services & Supplies	0.05%	59
Automobiles & Components	0.05%	23
Chemicals	0.04%	46
Road & Rail	0.04%	10
Airlines	0.03%	9
Capital Markets	0.03%	45
Insurance	0.03%	62
Equity Real Estate Investment Trusts (REITs)	0.03%	11
Electrical Equipment & Components	0.02%	9
Media & Entertainment	0.02%	17
Beverages	0.02%	9
Construction & Engineering	0.01%	25
Health Care Equipment & Supplies	0.01%	27
Metals & Mining	0.01%	20
Paper & Forest Products	0.01%	14
Distributors	0.01%	29
Food Products	0.01%	22
Marine	0.01%	8
Communications Equipment	0.00%	7
Transportation Infrastructure	0.00%	11
Health Care Providers & Services	0.00%	19
Entertainment	0.00%	13
Tobacco	0.00%	2
Life Sciences Tools & Services	0.00%	11
Construction Materials	0.00%	10
Food & Staples Retailing	0.00%	3
Agricultural Products	0.00%	2
Textiles, Apparel & Luxury Goods	0.00%	14
Real Estate Management & Development	0.00%	10
Professional Services	0.00%	9
Diversified Consumer Services	0.00%	10
Leisure Products	0.00%	5
Household Durables	0.00%	7
Media & Publishing	0.00%	3
Coal & Consumable Fuels	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFCF	DIMENSIONAL ETF TRUST	Unclassified	11.47%
2	DFSD	DIMENSIONAL ETF TRUST	Unclassified	10.53%
3	DFUS	DIMENSIONAL ETF TRUST	Unclassified	8.99%
4	DFLV	DIMENSIONAL ETF TRUST	Unclassified	6.94%
5	DFAS	DIMENSIONAL ETF TRUST	Unclassified	5.64%
6	DFIC	DIMENSIONAL ETF TRUST	Unclassified	5.30%
7	DFGR	DIMENSIONAL ETF TRUST	Unclassified	5.27%
8	DFSV	DIMENSIONAL ETF TRUST	Unclassified	5.09%
9	DUHP	DIMENSIONAL ETF TRUST	Unclassified	4.85%
10	DFAC	DIMENSIONAL ETF TRUST	Unclassified	3.84%

1187/1345 names classified · sector 3.0% of weight · industry 2.9% · mkt cap 2.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 10 quarters

Information TechnologyAAPL, MSFT, IBM, IOT, PINS · other

FinancialsWSBC, BRK.B, NU, BNY, USB · other

Consumer DiscretionaryMCD, AMZN, TSLA, LOW, GCT · other

IndustrialsHON, UPS, FDX, ACVA, CSX · other

EnergyEQT, XOM, BP, MPC, CVX · other

Communication ServicesVZ, T, GOOGL, META, DKNG · other

MaterialsNEM, GROY, PG, RPM, KMB · other

Health CareLLY, JNJ, MRK, ABBV, PFE · other

UtilitiesD, NEE, SO, EPD, PPL · other

Consumer StaplesPEP, MO, KO, MDLZ, PM · other

Real EstateEXR, OHI, SILA, PLD, BFS · other

UnclassifiedDFSD, DFCF, DFUS, DFLV, DFAS · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 3.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 3% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (1040 classified)DiNuzzo Private Wealth, Inc. centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsEnergyCommunication ServicesUtilitiesHealth CareMaterialsConsumer StaplesReal Estate

Style box summary for DiNuzzo Private Wealth, Inc.: centroid Large Core. Heaviest cells: Large Core 0.8%, Large Growth 0.7%, Large Value 0.6%.

Classified: 2.7% of book weight (1040/1341 names) · unclassified 97.3%: DFCF, DFSD, DFUS, DFLV, DFAS, DFIC, DFGR, DFSV, DUHP, DFAC +291 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 1,345 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFCFDIMENSIONAL ETF TRUST	2,521,571	$106M	11.5%	ADD 3%
2	DFSDDIMENSIONAL ETF TRUST	2,041,183	$98M	10.5%	HOLD
3	DFUSDIMENSIONAL ETF TRUST	1,176,569	$83M	9.0%	HOLD
4	DFLVDIMENSIONAL ETF TRUST	1,804,410	$64M	6.9%	HOLD
5	DFASDIMENSIONAL ETF TRUST	735,546	$52M	5.6%	HOLD
6	DFICDIMENSIONAL ETF TRUST	1,385,033	$49M	5.3%	HOLD
7	DFGRDIMENSIONAL ETF TRUST	1,839,517	$49M	5.3%	HOLD
8	DFSVDIMENSIONAL ETF TRUST	1,347,565	$47M	5.1%	HOLD
9	DUHPDIMENSIONAL ETF TRUST	1,225,021	$45M	4.9%	HOLD
10	DFACDIMENSIONAL ETF TRUST	917,351	$36M	3.8%	HOLD
11	DUSBDIMENSIONAL ETF TRUST	568,272	$29M	3.1%	HOLD
12	DFEMDIMENSIONAL ETF TRUST	740,196	$26M	2.8%	HOLD
13	DISVDIMENSIONAL ETF TRUST	646,728	$26M	2.7%	TRIM −2%
14	DFGPDIMENSIONAL ETF TRUST	460,302	$25M	2.7%	ADD 5%
15	DFUVDIMENSIONAL ETF TRUST	455,449	$22M	2.4%	TRIM −2%
16	DIHPDIMENSIONAL ETF TRUST	639,744	$21M	2.2%	HOLD
17	DGCBDIMENSIONAL ETF TRUST	325,412	$18M	1.9%	HOLD
18	DFAWDIMENSIONAL ETF TRUST	233,140	$17M	1.9%	HOLD
19	DFAEDIMENSIONAL ETF TRUST	425,244	$14M	1.6%	TRIM −2%
20	DFIVDIMENSIONAL ETF TRUST	237,577	$13M	1.4%	HOLD
21	DFATDIMENSIONAL ETF TRUST	133,937	$8M	0.9%	HOLD
22	DFEVDIMENSIONAL ETF TRUST	205,355	$7M	0.8%	HOLD
23	DEHPDIMENSIONAL ETF TRUST	213,393	$7M	0.8%	HOLD
24	DFAXDIMENSIONAL ETF TRUST	184,475	$6M	0.7%	TRIM −2%
25	DFGXDIMENSIONAL ETF TRUST	105,331	$6M	0.6%	HOLD
26	DFNMDIMENSIONAL ETF TRUST	86,095	$4M	0.4%	ADD 8%
27	AAPLAPPLE INC	11,651	$3M	0.3%	TRIM −4%
28	MCDMCDONALDS CORP	7,570	$2M	0.3%	HOLD
29	DFSUDIMENSIONAL ETF TRUST	55,352	$2M	0.2%	ADD 10%
30	NUNU HLDGS LTD	114,000	$2M	0.2%	TRIM −5%
31	DFISDIMENSIONAL ETF TRUST	48,007	$2M	0.2%	HOLD
32	NVDANVIDIA CORPORATION	8,763	$2M	0.2%	HOLD
33	MSFTMICROSOFT CORP	4,078	$2M	0.2%	HOLD
34	IBMINTERNATIONAL BUSINESS MACHS	5,908	$1M	0.2%	HOLD
35	OUNZVanEck Merk Gold Trust	28,590	$1M	0.1%	ADD 5%
36	DFSIDIMENSIONAL ETF TRUST	28,579	$1M	0.1%	ADD 5%
37	DFARDIMENSIONAL ETF TRUST	45,981	$1M	0.1%	HOLD
38	VBVANGUARD INDEX FDS	3,875	$919,780	0.1%	HOLD
39	VUGVANGUARD INDEX FDS	2,102	$918,133	0.1%	HOLD
40	VOOVANGUARD INDEX FDS	1,478	$883,179	0.1%	HOLD
41	VEUVANGUARD INTL EQUITY INDEX F	11,595	$870,785	0.1%	HOLD
42	EQTEQT CORP	13,626	$867,152	0.1%	HOLD
43	IWDISHARES TR	3,958	$845,803	0.1%	HOLD
44	VONVVANGUARD SCOTTSDALE FDS	8,904	$834,678	0.1%	HOLD
45	DFAIDIMENSIONAL ETF TRUST	21,174	$824,946	0.1%	HOLD
46	WSBCWESBANCO INC	22,736	$784,166	0.1%	HOLD
47	QQQINVESCO QQQ TR	1,321	$762,455	0.1%	ADD 5%
48	VTIVANGUARD INDEX FDS	2,187	$701,634	0.1%	ADD 8%
49	DFSBDIMENSIONAL ETF TR DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME	10,628	$549,923	0.1%	HOLD
50	DDOMINION ENERGY INC	8,893	$549,762	0.1%	HOLD
51	VPUVANGUARD WORLD FD	2,724	$539,719	0.1%	HOLD
52	BRK.BBERKSHIRE HATHAWAY INC DEL	1,084	$519,453	0.1%	HOLD
53	BNYBANK NEW YORK MELLON CORP	4,209	$499,310	0.1%	HOLD
54	ORCLORACLE CORP	3,387	$498,309	0.1%	HOLD
55	IVVISHARES TR	756	$493,827	0.1%	HOLD
56	HONHONEYWELL INTL INC	2,175	$491,616	0.1%	HOLD
57	VTVVANGUARD INDEX FDS	2,493	$489,212	0.1%	HOLD
58	AMZNAMAZON COM INC	1,967	$409,668	0.0%	HOLD
59	XOMEXXON MOBIL CORP	2,381	$403,958	0.0%	TRIM −8%
60	NEENEXTERA ENERGY INC	4,140	$384,524	0.0%	HOLD
61	VCSHVANGUARD SCOTTSDALE FDS	4,647	$368,343	0.0%	ADD 17%
62	TSLATESLA INC	974	$362,085	0.0%	HOLD
63	IWMISHARES TR	1,301	$322,542	0.0%	HOLD
64	USBUS BANCORP	6,193	$322,103	0.0%	HOLD
65	IWNISHARES TR	1,665	$315,584	0.0%	HOLD
66	GOOGLALPHABET INC	1,090	$313,441	0.0%	HOLD
67	AMDADVANCED MICRO DEVICES INC	1,460	$297,008	0.0%	HOLD
68	SMHVANECK ETF TRUST	717	$274,898	0.0%	HOLD
69	IJHISHARES TR	3,965	$267,757	0.0%	HOLD
70	MAMASTERCARD INCORPORATED	519	$259,324	0.0%	HOLD
71	TAT&T INC	8,938	$259,109	0.0%	HOLD
72	FDXFEDEX CORP	718	$255,738	0.0%	HOLD
73	NANRSPDR INDEX SHS FDS	2,880	$241,920	0.0%	HOLD
74	FNDFSCHWAB STRATEGIC TR	4,646	$227,329	0.0%	HOLD
75	IWRISHARES TR	2,325	$226,060	0.0%	HOLD
76	VZVERIZON COMMUNICATIONS INC	4,406	$221,182	0.0%	HOLD
77	IVWISHARES TR	1,940	$219,434	0.0%	HOLD
78	VYMVANGUARD WHITEHALL FDS	1,476	$218,599	0.0%	HOLD
79	DFSEDIMENSIONAL ETF TRUST	5,001	$211,891	0.0%	ADD 14%
80	VGUSVANGUARD INSTL INDEX FD	2,652	$200,677	0.0%	HOLD
81	LOWLOWES COS INC	832	$196,617	0.0%	HOLD
82	UPSUNITED PARCEL SERVICE INC	1,901	$187,021	0.0%	HOLD
83	MPCMARATHON PETE CORP	750	$183,135	0.0%	HOLD
84	METAMETA PLATFORMS INC	304	$173,865	0.0%	HOLD
85	ROKROCKWELL AUTOMATION INC	474	$170,110	0.0%	HOLD
86	AVGOBROADCOM INC	511	$158,160	0.0%	HOLD
87	IHDGWisdomTree International Hdgd Div Gr ETF	3,090	$148,784	0.0%	HOLD
88	GOOGALPHABET INC	514	$147,447	0.0%	HOLD
89	TTTRANE TECHNOLOGIES PLC	324	$135,024	0.0%	HOLD
90	NOVNOV INC	6,931	$130,375	0.0%	HOLD
91	JPMJPMORGAN CHASE & CO	423	$124,430	0.0%	HOLD
92	LLYELI LILLY & CO	134	$123,250	0.0%	HOLD
93	CSXCSX CORP	2,976	$122,165	0.0%	HOLD
94	EMREMERSON ELEC CO	868	$113,726	0.0%	HOLD
95	MRKMERCK & CO INC	921	$110,788	0.0%	ADD 3%
96	GDGENERAL DYNAMICS CORP	318	$109,144	0.0%	HOLD
97	PGPROCTER AND GAMBLE CO	748	$108,042	0.0%	HOLD
98	PEPPEPSICO INC	693	$107,616	0.0%	HOLD
99	NOWSERVICENOW INC	1,023	$106,955	0.0%	HOLD
100	ABBVABBVIE INC	490	$106,659	0.0%	HOLD
101	CVXCHEVRON CORP NEW	514	$106,347	0.0%	HOLD
102	JNJJOHNSON & JOHNSON	428	$104,713	0.0%	TRIM −32%
103	BACBANK AMERICA CORP	2,080	$101,414	0.0%	TRIM −5%
104	VVISA INC	332	$100,344	0.0%	HOLD
105	IJRISHARES TR	780	$96,962	0.0%	HOLD
106	EXREXTRA SPACE STORAGE INC	715	$93,758	0.0%	HOLD
107	VTEIVANGUARD MUN BD FDS	878	$87,722	0.0%	ADD 6%
108	INTCINTEL CORP	1,978	$87,290	0.0%	HOLD
109	VGTVANGUARD WORLD FD	125	$87,215	0.0%	HOLD
110	ADPAUTOMATIC DATA PROCESSING IN	411	$83,507	0.0%	TRIM −2%
111	VEAVANGUARD TAX-MANAGED FDS	1,293	$82,856	0.0%	HOLD
112	DKSDICKS SPORTING GOODS INC	417	$82,687	0.0%	HOLD
113	XRTSPDR SERIES TRUST	1,000	$80,470	0.0%	HOLD
114	CMCSACOMCAST CORP NEW	2,735	$78,530	0.0%	ADD 4%
115	VOEVANGUARD INDEX FDS	425	$78,319	0.0%	HOLD
116	RPMRPM INTL INC	780	$77,532	0.0%	HOLD
117	PNCPNC FINL SVCS GROUP INC	364	$75,745	0.0%	TRIM −21%
118	PHYSSprott Physical Gold Trust	2,135	$75,665	0.0%	HOLD
119	KMBKIMBERLY-CLARK CORP	760	$73,318	0.0%	HOLD
120	CMICUMMINS INC	131	$70,481	0.0%	HOLD
121	MSMORGAN STANLEY	420	$69,120	0.0%	TRIM −4%
122	XLKSELECT SECTOR SPDR TR	520	$69,108	0.0%	HOLD
123	VOTVANGUARD INDEX FDS	249	$64,081	0.0%	HOLD
124	VTVANGUARD INTL EQUITY INDEX F	425	$58,786	0.0%	HOLD
125	VIGVANGUARD SPECIALIZED FUNDS	271	$58,282	0.0%	ADD 171%
126	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	1,927	$56,134	0.0%	HOLD
127	WBDWARNER BROS DISCOVERY INC	1,817	$49,895	0.0%	HOLD
128	SLVISHARES SILVER TR	720	$49,061	0.0%	HOLD
129	KLACKLA CORP	33	$48,590	0.0%	HOLD
130	CSCOCISCO SYS INC	604	$46,865	0.0%	HOLD
131	COPCONOCOPHILLIPS	347	$45,804	0.0%	TRIM −18%
132	GEGE AEROSPACE	159	$45,120	0.0%	HOLD
133	AMATAPPLIED MATLS INC	131	$44,775	0.0%	ADD 3%
134	RCLROYAL CARIBBEAN GROUP	162	$44,672	0.0%	HOLD
135	MRVLMARVELL TECHNOLOGY INC	447	$44,276	0.0%	HOLD
136	PPGPPG INDS INC	407	$43,463	0.0%	HOLD
137	ELVELEVANCE HEALTH INC FORMERLY	148	$43,327	0.0%	HOLD
138	KOCOCA COLA CO	568	$43,165	0.0%	HOLD
139	SOLSSOLSTICE ADVANCED MATLS INC	541	$41,203	0.0%	HOLD
140	COFCAPITAL ONE FINL CORP	217	$39,588	0.0%	HOLD
141	GEVGE VERNOVA INC	45	$39,281	0.0%	HOLD
142	CGDVCAPITAL GROUP DIVIDEND VALUE	909	$38,669	0.0%	NEW
143	TOLTOLL BROTHERS INC	280	$38,212	0.0%	HOLD
144	STXSEAGATE TECHNOLOGY HLDNGS PL	97	$38,001	0.0%	HOLD
145	EPDENTERPRISE PRODS PARTNERS L	1,000	$37,840	0.0%	HOLD
146	SLBSCHLUMBERGER LTD	733	$37,669	0.0%	HOLD
147	CGGOCAPITAL GROUP GBL GROWTH EQT	1,123	$37,475	0.0%	NEW
148	TJXTJX COS INC NEW	233	$37,211	0.0%	HOLD
149	BDXBECTON DICKINSON & CO	234	$36,792	0.0%	HOLD
150	IBITISHARES BITCOIN TRUST ETF	944	$36,269	0.0%	ADD 392%
151	OHIOMEGA HEALTHCARE INVS INC	800	$35,056	0.0%	HOLD
152	PLTRPALANTIR TECHNOLOGIES INC	239	$34,961	0.0%	HOLD
153	IVESDan IVES Wedbush AI Revolution ETF	1,225	$34,754	0.0%	NEW
154	YUMYUM BRANDS INC	222	$34,517	0.0%	HOLD
155	VOVANGUARD INDEX FDS	120	$34,462	0.0%	HOLD
156	ETNEATON CORP PLC	94	$33,621	0.0%	HOLD
157	ACWIISHARES TR	242	$33,486	0.0%	TRIM −26%
158	DEDEERE & CO	59	$33,235	0.0%	HOLD
159	BWXTBWX TECHNOLOGIES INC	161	$32,923	0.0%	HOLD
160	SCZISHARES TR	405	$31,757	0.0%	HOLD
161	PFEPFIZER INC	1,118	$31,394	0.0%	HOLD
162	COSTCOSTCO WHSL CORP NEW	31	$30,890	0.0%	HOLD
163	MDYSPDR S&P MIDCAP 400 ETF TR	50	$30,570	0.0%	HOLD
164	SNPSSYNOPSYS INC	77	$30,529	0.0%	ADD 3%
165	VBKVANGUARD INDEX FDS	99	$29,923	0.0%	HOLD
166	MUMICRON TECHNOLOGY INC	86	$29,055	0.0%	ADD 2%
167	CATCATERPILLAR INC	41	$29,047	0.0%	HOLD
168	PMPHILIP MORRIS INTL INC	172	$28,439	0.0%	HOLD
169	SCHXSCHWAB U.S. LARGE-CAP ETF	1,093	$28,025	0.0%	HOLD
170	PGRPROGRESSIVE CORP	135	$26,730	0.0%	HOLD
171	SCHVSCHWAB STRATEGIC TR	876	$26,718	0.0%	HOLD
172	ETGEATON VANCE TX ADV GLBL DIV	1,000	$26,650	0.0%	HOLD
173	MDLZMONDELEZ INTL INC	457	$26,342	0.0%	HOLD
174	BLKBLACKROCK INC	27	$25,967	0.0%	HOLD
175	GLWCORNING INC	190	$25,835	0.0%	HOLD
176	AMPAMERIPRISE FINL INC	57	$25,331	0.0%	HOLD
177	KKRKKR & CO INC	273	$25,253	0.0%	HOLD
178	LRCXLAM RESEARCH CORP	118	$25,212	0.0%	HOLD
179	UNHUNITEDHEALTH GROUP INC	93	$25,165	0.0%	HOLD
180	TERTERADYNE INC	84	$24,903	0.0%	HOLD
181	NFLXNETFLIX INC	258	$24,807	0.0%	TRIM −3%
182	NOBLPROSHARES TR	228	$24,171	0.0%	HOLD
183	BSCQINVESCO EXCH TRD SLF IDX FD	1,237	$24,159	0.0%	HOLD
184	CARRCARRIER GLOBAL CORPORATION	428	$24,101	0.0%	HOLD
185	BABOEING CO	117	$23,287	0.0%	HOLD
186	AJGGALLAGHER ARTHUR J & CO	107	$23,175	0.0%	HOLD
187	ARANTERO RESOURCES CORP	534	$22,663	0.0%	HOLD
188	SNASNAP ON INC	62	$22,520	0.0%	HOLD
189	DGROISHARES CORE DIVIDEND GROWTH ETF	316	$22,177	0.0%	HOLD
190	HWMHOWMET AEROSPACE INC	96	$22,125	0.0%	HOLD
191	RTXRTX CORPORATION	114	$21,991	0.0%	HOLD
192	GSGOLDMAN SACHS GROUP INC	25	$21,150	0.0%	HOLD
193	BKNGBOOKING HOLDINGS INC	5	$21,052	0.0%	ADD 25%
194	SPYMSPDR SERIES TRUST	270	$20,666	0.0%	HOLD
195	DISDISNEY WALT CO	208	$20,048	0.0%	HOLD
196	JPEFJPMorgan Equity Focus - ETF	278	$19,964	0.0%	HOLD
197	WMBWILLIAMS COS INC	273	$19,869	0.0%	HOLD
198	XLVSELECT SECTOR SPDR TR	135	$19,793	0.0%	HOLD
199	BFSSAUL CTRS INC	600	$19,548	0.0%	HOLD
200	FIWFIRST TR EXCHANGE-TRADED FD	187	$19,286	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFCFDIMENSIONAL ETF TRUST

2.2M

2.4M

2.5M

$106M

DFSDDIMENSIONAL ETF TRUST

1.9M

2.0M

1.9M

2.0M

$98M

DFUSDIMENSIONAL ETF TRUST

1.2M

$83M

DFLVDIMENSIONAL ETF TRUST

1.8M

$64M

DFASDIMENSIONAL ETF TRUST

704K

730K

740K

735K

736K

$52M

DFICDIMENSIONAL ETF TRUST

1.5M

1.4M

$49M

DFGRDIMENSIONAL ETF TRUST

1.6M

1.7M

1.8M

$49M

DFSVDIMENSIONAL ETF TRUST

1.2M

1.3M

1.4M

1.3M

$47M

DUHPDIMENSIONAL ETF TRUST

1.2M

$45M

DFACDIMENSIONAL ETF TRUST

880K

894K

921K

924K

908K

917K

$36M

DUSBDIMENSIONAL ETF TRUST

351K

389K

405K

448K

566K

568K

$29M

DFEMDIMENSIONAL ETF TRUST

772K

776K

773K

767K

735K

740K

$26M

DISVDIMENSIONAL ETF TRUST

767K

760K

748K

730K

660K

647K

$26M

DFGPDIMENSIONAL ETF TRUST

298K

323K

348K

374K

436K

460K

$25M

DFUVDIMENSIONAL ETF TRUST

482K

479K

472K

471K

465K

455K

$22M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆DiNuzzo Private Wealth, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 1,345 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

DiNuzzo Private Wealth, Inc.